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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.1 year Filed as: INTRUST BANK NA Service code 99 | Other Fees | $86,399 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $24,003 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,372 |
INTRUST BANK, N.A.2+ years Filed as: INTRUST BANK N.A. Service code 99 · EIN 48-0477525 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,462 | $86,225-25.2% | $146,665-56.0% | $86,799-25.7% |
| Participation rate | 66.9% | 78.0%-11.1pp | 80.1%-13.2pp | 72.3%-5.4pp |
| Annual return | 15.25% | 31.23%-16.0pp | 22.74%-7.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,874 | $2,392-21.6% | $4,136-54.7% | $2,405-22.1% |
| Participant deferral / active EE | $3,382 | $4,245-20.3% | $5,506-38.6% | $4,131-18.1% |
| Admin fee / account holder | $87 | $195-55.2% | $10,280-99.1% | $170-48.5% |